- Jefferies (Los Angeles, CA)
- …candidate for a Private Wealth Strategist position within our Private Wealth Management groupwho is a self-starter with strong presentation, ... promote estate, tax and financial planning capabilities of the Private Wealth Management group to...founded in the US in 1962 and our first international operating subsidiary, Jefferies International Limited, a… more
- State Street Corporation (Boston, MA)
- Who we are looking for A leader within the Private Equity and Real Assets Fund Services business unit of the State Street Alternative Investment Services Group. We ... team you will be joining is a part of International Fund Services (IFS), acquired by State Street in...fund administration and risk services to hedge funds and private equity funds. These services are fully integrated to… more
- State Street Corporation (Boston, MA)
- …leader in providing administrative fund services to both Hedge Fund and Private Market managers within our Alternative Investment Solutions business group. Our ... Private Credit team delivers customized service solutions for investment...team you will be joining is a part of International Fund Services (IFS), acquired by State Street in… more
- Careers at KKR (Miami, FL)
- …with the External and Hybrid Relationship Managers that cover financial advisors at private wealth management firms in their respective territories. The ... and registered investment structures, and relevant private wealth platforms Coordinate internally, with field management ,...wealth management firms Knowledge/ experience in international Wealth Management , specifically LatAm… more
- Pacifica Continental (Miami, FL)
- …to provide timely advice to clients. Requirements: Minimum of 5 years of experience in private banking or wealth management . Proven ability to build and ... Banker Location: Miami, FL Our client, a prestigious international financial institution, is seeking a Private ...to grow the existing book of business. Provide tailored wealth management and advisory services, including investment,… more
- Apollo (New York, NY)
- …with a range of distribution channels, ideally with deep experience in the private wealth segment. Exceptionally creative mind and ability/desire to conceive of ... been within asset management and/or alternative asset management . Experience in credit and private markets...international financial filings Pay Range tbd Apollo Global Management , Inc. (together with its subsidiaries and affiliates) is… more
- Jefferies (New York, NY)
- …range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. ... its clients across a wide range of public or private products across corporate, municipal and asset-backed securities markets....founded in the US in 1962 and our first international operating subsidiary, Jefferies International Limited, a… more
- Cherry Bekaert (Miami, FL)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure Cherry ... to an existing client base. Industry experience in Real Estate, Private Equity, Technology/ Life Sciences, Industrials/Consumer Goods, or similar is preferred.… more
- BOK Financial (Addison, TX)
- …Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth , Inc. BOKF, NA operates TransFund and Cavanal Hill ... link to all financial services across the bank, including treasury services, wealth management products, and deposit offerings. You'll facilitate operational… more
- BOK Financial (Castle Rock, CO)
- …Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth , Inc. BOKF, NA operates TransFund and Cavanal Hill ... Investment Management , Inc. BOKF, NA operates banking divisions: Bank of...financial services company that serves consumers, small businesses and international corporations-and everything in between. Facts: Operations focused in… more
- The University of Pennsylvania (Philadelphia, PA)
- University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. ... variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted… more
- HUB International (Mclean, VA)
- …protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there - we ... a **Retirement Education Specialist** to join our **Retirement and Private Wealth ** team in our **McLean, VA**...podcasts to deliver educational programming. + Work with the wealth management team to identify, qualify, and… more
- HUB International (San Diego, CA)
- …for their excellence throughout the insurance community. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven ... on the tomorrows for all. The HUB Retirement & Private Wealth (RPW) Business Consulting team presents...of RPW programs and initiatives amongst retirement plan and wealth management -focused advisors within a geographic location,… more
- HUB International (Wilmington, MA)
- …property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means ... **Join our Stevie Award Winning Team at HUB International !** When you join the team at HUB...an opportunity for a **Account Manager - Retirement and Private Wealth ** . **Overview:** Responsible for servicing… more
- HUB International (Los Angeles, CA)
- …services experience with a solid knowledge of industry rules and regulations ( wealth management experience preferred) + Proven ability to professionally answer ... as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which… more
- Nuveen Investments (Charlotte, NC)
- …Product Manager will be responsible for managing the product lifecycle of Nuveen's private capital wealth offerings (BDCs, tender offer funds and other ... **Key Responsibilities and Duties** + Lead the ongoing product lifecycle for Nuveen's private capital wealth offerings (BDCs, tender offer funds, drawdown access… more
- Citigroup (New York, NY)
- …Citigold, Citi Private Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is ... activities and relationships with managers, including both traditional and private markets. In addition, this leader will play an...(CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors.… more
- Bank of America (San Antonio, TX)
- …Either SIE, Series 7 and 66 registrations or SIE, Series 7, 63, and 65. FOR PRIVATE WEALTH MANAGEMENT ONLY.This **Elite Growth Practice (EGP) Private ... Wealth Management Specialist - NPD San...response/resolution **Desired Qualifications:** + **Fluent in Spanish desired for International Private Wealth Team** **Minimum… more
- BlackRock (San Francisco, CA)
- …Investment Communications, Private Client, Real Estate, Capital Markets, Pensions/Tax-Exempt, and Wealth Management are some of the key global product units, ... role** Our USWA (US Wealth Advisory) team establishes relationships with wealth management firms and platforms to distribute BlackRock's alpha-seeking and… more
- JPMorgan Chase (New York, NY)
- …skills:** * Eight years of work experience prospecting, acquiring, and developing private banking/ wealth management relationships with ultra-high net worth ... ** International Private Bank, Private ...** International Private Bank, Private Banker , Vice...on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs… more
